SFMG Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,373
| Closed | -$315K | – | 122 |
|
|
2016
Q4 | $315K | Sell |
2,373
-58,571
| -96% | -$7.77M | 0.07% | 83 |
|
|
2016
Q3 | $8.83M | Sell |
60,944
-671
| -1% | -$97.2K | 1.94% | 12 |
|
|
2016
Q2 | $9.03M | Sell |
61,615
-814
| -1% | -$119K | 2.02% | 12 |
|
|
2016
Q1 | $8.84M | Buy |
+62,429
| New | +$8.84M | 1.95% | 14 |
|
|
2014
Q4 | – | Sell |
-2,460
| Closed | -$320K | – | 131 |
|
|
2014
Q3 | $320K | Hold |
2,460
| – | – | 0.1% | 57 |
|
|
2014
Q2 | $318K | Hold |
2,460
| – | – | 0.11% | 57 |
|
|
2014
Q1 | $310K | Hold |
2,460
| – | – | 0.1% | 54 |
|
|
2013
Q4 | $297K | Hold |
2,460
| – | – | 0.1% | 54 |
|
|
2013
Q3 | $308K | Sell |
2,460
-5,970
| -71% | -$747K | 0.12% | 49 |
|
|
2013
Q2 | $1.07M | Buy |
+8,430
| New | +$1.07M | 0.43% | 24 |
|